JavaScript Upgrade Strategy #1: Create a test environment

Upgrading your Dynamics CRM organization from version 4.0 to anything newer can be a lot of work. The amount of work will depend on how much custom code (JavaScript and Plugins) that you have installed.

This is where having a test environment pays for the time and money it takes to create it. When the upgrade path was only to Dynamics CRM 2011, it was not that big of an issue, but with Dynamics CRM 2013 the current production release and 2015 coming up in the very near future, it has made thing more complicated.

For this exercise, we will assume that the target environment is Dynamics CRM 2013.

Here is what we usually do:

Duplicate your existing CRM 4.0 environment

Note: If you can do this in a virtual environment, then that is the best of all worlds because you can easily snapshot your virtual machine and restore that snapshot should an upgrade process fail or produce an undesirable outcome.

1. Install a fresh version of your current production CRM 4.0 environment, or clone it if you are virtualized.

2. Make sure that you install the latest, or in our case, final hotfix rollup for 4.0. As far as I know, UR21 is the last.

3. Test to make sure no obvious issues are seen.

4. Document any issues that arose and be prepared to correct those same issues in your production environment.